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Wipfli Insights Team Jul 31, 2025

Use AI to deliver next-level customer relationship management

Use AI to create next-level CRM for your financial institution. Attend our July 30 webinar to learn how AI can drive growth, boost efficiency and deepen client engagement.

Multi-ethnic team of mid adult male and female managers sitting in a meeting room, leaning on the table and discussing. Waist up image, front view of the Caucasian and African man, side view of the Caucasian and Asian women.
Stephanie Suchla
Stephanie Suchla Jul 24, 2025

July CFO Roundtable: The strategic benefits of a fractional CFO

Explore the value of fractional CFO services at our July CFO Roundtable.
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Matt Sabo
Matt Sabo Jun 06, 2025

IT Leadership Roundtable: Preparing for the AI-powered bank

Explore how AI is transforming financial services and learn how to align technology and business goals at the IT Leadership Roundtable.

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Research Reports

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  • Dec 30, 2023 State of credit union 2024 research report

    Wipfli surveyed 83 credit unions in 20 states to learn about their priorities and top concerns going into 2024.

    The results show credit unions are less bullish on their market position heading into the next 12 months than they were the previous year. And because they can no longer rely on their reputation for in-person customer service or being the only brick-and-mortar financial institution in underbanked areas, they need to maintain their market share and grow by staying ahead of the technology curve. Download the report to explore Wipfli’s data and insights.

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  • Dec 29, 2023 State of banking 2024 research report

    Wipfli surveyed 390 financial institutions across 28 states to reveal a snapshot of where banks are headed in 2024, including the industry’s top growth strategies and biggest areas of concern.

    Research revealed a slowdown in aggressive growth, a reluctance to embrace AI and a surprising number of cybersecurity instances. Download the report now to explore these concerns and learn more about what the banking industry is expecting in 2024.

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  • Jan 11, 2023 State of credit union 2023 research report

    Wipfli’s State of credit unions report includes data from nearly 70 credit unions on how they are performing what their top concerns are for 2023.

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